INNOVATOR U.S. EQUITY BUFFER (BSEP) Institutional Ownership Changes & 13F Activity
INNOVATOR U.S. EQUITY BUFFER (BSEP). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Osaic Holdings, Inc., Penserra Capital Management Llc, Susquehanna International Group, Llp, Old Mission Capital Llc, and Cetera Investment Advisers.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Archer Investment Corp | Sell | -92 | -5.8% | 1,496 | $78.88K | Q2 2026 | Aug 19, 2026 |
| Beacon Pointe Advisors, Llc | Sell | -476 | -2.0% | 23,704 | $1.25M | Q2 2026 | Aug 18, 2026 |
| Fsa Advisors, Inc. | Sell | -351 | -1.1% | 31,004 | $1.63M | Q2 2026 | Aug 17, 2026 |
| Osaic Holdings, Inc. | Buy | +90,421 | +76.0% | 209,426 | $11.04M | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Buy | +42,328 | — | 42,328 | $2.23M | Q2 2026 | Aug 14, 2026 |
| Old Mission Capital Llc | Buy | +24,068 | +202.2% | 35,970 | $1.90M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Sell | -11,209 | -12.1% | 81,514 | $4.30M | Q2 2026 | Aug 14, 2026 |
| Foundations Investment Advisors, Llc | Sell | -2,752 | -30.6% | 6,235 | $328.77K | Q2 2026 | Aug 14, 2026 |
| Action Point Financial Planning, Llc | Buy | +626 | — | 626 | $33.01K | Q2 2026 | Aug 14, 2026 |
| Cerity Partners Llc | Sell | -611 | -0.3% | 175,571 | $9.26M | Q2 2026 | Aug 14, 2026 |
| Cofg Advisors, Llc | Sell | -173 | -0.8% | 20,767 | $1.10M | Q2 2026 | Aug 14, 2026 |
| Barclays Plc | Sell | -5 | -11.6% | 38 | $2.00K | Q2 2026 | Aug 14, 2026 |
| Penserra Capital Management Llc | Buy | +81,441 | +19.6% | 497,183 | $26.22M | Q2 2026 | Aug 13, 2026 |
| Trek Financial, Llc | Sell | -686 | -11.2% | 5,464 | $288.12K | Q2 2026 | Aug 13, 2026 |
| Creativeone Wealth, Llc | Buy | +193 | +2.2% | 8,865 | $467.45K | Q2 2026 | Aug 13, 2026 |
| Ubs Group Ag | Sell | -165 | -72.4% | 63 | $3.32K | Q2 2026 | Aug 13, 2026 |
| O'Shaughnessy Asset Management, Llc | Sell | -88 | -97.8% | 2 | $105.00 | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | Sell | -21,084 | -23.5% | 68,808 | $3.63M | Q2 2026 | Aug 12, 2026 |
| First Commonwealth Financial Corp | Sell | -374 | -1.6% | 23,005 | $1.21M | Q2 2026 | Aug 12, 2026 |
| Harbour Investments, Inc. | Sell | -45 | -0.8% | 5,315 | $280.26K | Q2 2026 | Aug 12, 2026 |
| Arax Advisory Partners | Buy | +1,568 | +12.9% | 13,722 | $723.56K | Q2 2026 | Aug 10, 2026 |
| Lpl Financial Llc | Buy | +2,243 | +7.1% | 34,055 | $1.80M | Q2 2026 | Aug 07, 2026 |
| Mml Investors Services, Llc | Buy | +1,187 | +4.9% | 25,543 | $1.35M | Q2 2026 | Aug 07, 2026 |
| Sigma Planning Corp | Buy | +1,020 | +9.7% | 11,560 | $609.56K | Q2 2026 | Aug 07, 2026 |
| Continuum Advisory, Llc | Buy | +1,366 | — | 1,366 | $72.03K | Q2 2026 | Aug 06, 2026 |
| Blue Bell Private Wealth Management, Llc | Sell | -894 | -2.5% | 34,398 | $1.81M | Q2 2026 | Aug 06, 2026 |
| Gwn Securities Inc. | Sell | -1,178 | -2.8% | 40,654 | $2.14M | Q2 2026 | Aug 05, 2026 |
| Retirement Planning Group, Llc | Sell | -312 | -3.3% | 9,052 | $477.31K | Q2 2026 | Aug 05, 2026 |
| Janney Montgomery Scott Llc | Sell | -130 | -1.1% | 11,453 | $604.00K | Q2 2026 | Aug 05, 2026 |
| Outlook Wealth Advisors, Llc | Buy | +2,051 | +0.6% | 320,071 | $16.88M | Q2 2026 | Aug 03, 2026 |
Frequently asked questions about BSEP activity
Which institutional owners are buying BSEP?
Institutional owners buying BSEP include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in BSEP activity?
"Buy" means an investor increased their reported position in BSEP compared to the prior reporting period. This reflects growing exposure to INNOVATOR U.S. EQUITY BUFFER (BSEP) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in BSEP increasing?
Institutional interest in BSEP can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.